Experience and Professional Background
2001-2003 Fellow Real Property, Probate & Trust Section
2002 – Present Member of National Academy of Elder Law Attorneys
2002-2004 Delegate to the State Bar of California Conference of Delegates
2003-2005 Chair of the Estate Planning Committee of ABA’s GP Solo Section
2004-2005 Chair of the Elder Law Section of the San Diego County Bar Association
2006-2007 San Diego Superior Court Probate Rules Committee
2005 – Present Member of Wealth Counsel
2006 – Present Charter member of the Academy of Special Needs Planners
Attorney Casiano is a frequent lecturer to both lay persons and professional groups in the areas of estate planning, elder law, Medi-Cal planning, asset preservation, special needs planning, conservatorships (both contested and non-contested), probate, trust administration, long-term care planning, elder abuse, and will and trust disputes.
Recent Conference and Legal Educational Seminar Attendance
2020 April Academy of Special Needs Planners Annual Conference
2020 March California Chapter of the National Academy of Elder Law Attorneys Summit
2019 December San Diego Bar Association Court Appointed Attorney Training
2019 May Dallas National Academy of Elder Law Attorneys Annual Conference
2019 February Special Needs Trust Symposium
2018 June Southern California Business Succession Conference
2018 April Academy of Special Needs Planners Annual Conference
2018 February National Academy of Elder Law Attorneys Summit
Recent Public Speaking Engagements
2020 August – Accessing Public Benefits
2020 August – COVID-19’s Impact on Social Security Claiming Decisions
2020 August – CalABLE Webinar: CalABLE Accounts and Special Needs Trusts
2020 July – Estate Administration from Start to Finish – Handling Estate Administration Tax Issues and Distribution and Closing of the Estate.
2019 December – Trust and the Ultimate Guide – presented on Special Needs Trust, Medicaid Trusts, IRA Trusts and ABLE Accounts
2019 December – Probate for Paralegals – presented on How to Prepare and File the Inventory, Final Account and Closing the Estate
2019 August – Estate Planning Ultimate Guide – presented on Special Needs Trusts
2019 January – Trusts – presented on Transfers during Life and Inter-Vivos Trusts, Planning for Long Term Care and End of Life Decisions
2018 August – Ultimate Trust Guide – presented on Special Needs Trusts and Legal Ethics
2018 June – Probate and Trust Litigation – presented on Testamentary Capacity and Undue Influence
2017 December – Estate Planning from A-Z – presented on Powers of Attorney
